Investment Portfolio Analytics & Reporting – Associate Director or Director
| Company | Barings |
|---|---|
| Location | Boston, MA, USA, Charlotte, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Minimum of a BS/BA degree
- 5-7 years of professional experience analyzing data, and providing insights
- 3+ years building reports, dashboard, and insights
- Strong technical expertise to gather data efficiently and accurately
- A strong combination of analytical skills, intellectual curiosity, and reporting acumen
- Must be proficient in MS Office with ability to quickly analyze and synthesize large volumes of data
- Proficient in excel and SQL. Python or other programming languages is a plus.
- Familiarity with asset-backed securities (ABS), mortgage-backed securities (MBS), or other structured credit products
- A proactive approach, with an ability to manage multiple priorities simultaneously
- Strong organizational and time management skills
- Excellent communication skills, with ability to present insights clearly to senior stakeholders
- Acute attention to detail
Responsibilities
- Prepare regular reports and presentations for senior management and investors
- Develop dashboards and visualizations to track key portfolio trends
- Prepare and deliver ad hoc reports
- Develop and manage standardized client reporting templates, ensuring consistency, accuracy, and alignment with investment verticals, Portfolio Managers, and client expectations
- Oversee the end-to-end client reporting process, ensuring timely and efficient delivery of high-quality reports
- Support internal and external monthly reports, dashboards, and executive presentations (e.g. client, regulatory / statutory, CECL, mortgage flow & purchase pull through, lender facility testing, impairments, and watch list reporting)
- Understand technical aspects of reporting systems and tools, working closely with technical teams to define requirements and ensure solutions meeting reporting needs
- Support bespoke reporting to meet specific client preferences / objectives
- Work with large, complex datasets to extract actionable insights
- Enhance automation and efficiency in portfolio monitoring and reporting processes
- Work with IT and data teams to improve data integrity and systems capabilities
- Work with various internal / external partners to collect source data, on a regular basis and as needed
- Develop dashboards and reports using Power BI, excel, or direct database access
- Design and build analyses/trending/forecasting reports using tools such as Python, SQL, and Excel and Power BI
- Identify, analyze, and interpret trends or patterns in complex data sets
- Support project and vendor build-out to advance the platform
- Develop processes, tools, and templates to enable efficient, accurate, and standardized data analyses and related deliverables, leverages automation to greatest extent possible
- Perform recurring and ad hoc quantitative analysis of KPIs and reports
- Use reporting tools like Power BI to automate and reduce manual errors
- Drive process improvements by identifying inefficiencies and implementing solutions to enhance the platform
Preferred Qualifications
-
No preferred qualifications provided.